Financial Services Project Coordinator

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

About Hazeltree Fund Services Inc.

Hazeltree is a global leader in cloud-based treasury solutions, providing hedge funds and private equity firms with innovative technology to optimize liquidity, manage cash, and mitigate risk. As we continue to expand our global presence, we are looking for a dynamic professional to join our growing team in Hong Kong.

Job Overview

This is a unique opportunity to play a pivotal role in client success, combining project management, relationship management, and financial expertise. As the primary point of contact for new clients, you will guide them through the onboarding and implementation process, ensuring a smooth transition to Hazeltree's cutting-edge treasury management solutions. Beyond implementation, you will nurture long-term relationships, drive client satisfaction, and identify opportunities for growth.

Key Responsibilities

  • Lead Client Onboarding: Serve as a trusted advisor, guiding clients through the end-to-end implementation of Hazeltree's treasury solutions.
  • Project Management Excellence: Develop and execute project plans, manage timelines, and ensure seamless delivery of solutions.
  • Cultivate Client Relationships: Build strong relationships with key decision-makers at hedge funds and private market firms, understanding their unique needs.
  • Drive Strategic Growth: Identify upsell and cross-sell opportunities to expand Hazeltree's footprint within existing accounts.
  • Champion Client Success: Provide expert training, proactive support, and ongoing engagement to maximize client retention and satisfaction.
  • Cross-Functional Collaboration: Work closely with Product Development, Engineering, and Client Services teams to enhance our solutions and advocate for client needs.
  • Financial & Technical Expertise: Apply your knowledge of financial instruments, cash management, and treasury operations to support clients effectively.

Education & Experience:

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • 3+ years of experience in project management, client onboarding, or account management.
  • Experience in fintech, SaaS, or financial services is highly preferred.

What We Offer:

  • Competitive salary and performance-based incentives.
  • Opportunities for professional growth, training, and career advancement.
  • A dynamic, collaborative, and entrepreneurial work environment.
  • A chance to be part of a growing team shaping the future of treasury management in Asia.

  • IT Project Coordinator for Financial Services

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Pinpoint Asia Full time

    Company Overview">Pinpoint Asia is a leading specialist firm for technology recruitment, serving top Financial Institutions and large-scale enterprises across various industries.We leverage our strong industry relationships, intimate understanding of the marketplace, and proven ability to deliver results to help companies hire smarter and job seekers get...

  • Financial Services Project Coordinator

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China MUFG Full time

    Job Description:We are seeking a Financial Services Project Coordinator (ISO20022) to join our team. As a key member of our project team, you will be responsible for implementing and integrating cash and eBanking products, ensuring timely and successful completion of migration activities. You will also oversee and track the migration progress, provide...

  • Financial Services Project Manager

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China PeopleSearch Full time

    We are excited to announce a senior-level project management position at PeopleSearch Financial Services Recruiter. Our client, a reputable financial services company, is expanding its presence in Asia and requires a seasoned professional to lead projects from inception to delivery.The successful candidate will have a strong background in project management,...

  • Project Manager for Financial Services

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China PeopleSearch Full time

    PeopleSearch is a renowned recruiter in the financial services sector. Our client, a rapidly growing company with a strong presence in Asia, is seeking an experienced project manager to lead their team.The successful candidate will be responsible for coordinating delivery teams to ensure seamless project implementation aligned with client needs. Key skills...

  • Financial Services Manager

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China UBS Financial Services Full time

    We're excited to announce an exciting opportunity for a skilled Business Manager to join our team in Hong Kong. As a key member of the Asia business management team within Global Banking COO APAC, you'll have the chance to drive business growth and success.Your main responsibilities will include:Leading cross-functional teams to achieve business...

  • Financial Services Coordinator

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Company OverviewThe Bank of China is a leading financial institution dedicated to providing innovative solutions for its customers. Our team of experts is committed to delivering exceptional service, driving business growth, and upholding the highest standards of integrity and professionalism.Job DescriptionThis Financial Services Coordinator position is...

  • Client Service Coordinator

    1 day ago

    Hong Kong, Central and Western District, Hong Kong SAR China Waihong Services Group Full time

    Client Service CoordinatorWe are seeking a detail-oriented and customer-focused Client Service Coordinator to join our team.Key Responsibilities:Manage client relationships and provide exceptional customer serviceCoordinate project activities and ensure timely completionPrepare and distribute marketing materials and reportsMonitor and analyze client feedback...

  • Remittance Services Coordinator

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupDah Sing Financial Group is a leading financial services provider in Hong Kong, Macau, and Mainland China. Our core business includes banking, insurance, and financial services.We foster a culture of caring, teamwork, and progressiveness, where everyone can grow and develop their skills. We strive to create a sense of pride and...

  • Financial Services Coordinator

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China ACCA Careers Full time

    A top-tier investment bank seeks an Executive Administrative professional to join their IBD team.Our client is a leading global investment bank with a strong presence in the financial services industry.Your New RoleProvide administrative support to the investment banking team, ensuring seamless day-to-day operations.Assist in preparing presentation...

  • IT Project Director

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services organization in Hong Kong, providing a comprehensive range of banking, insurance, and financial services through its extensive network. Our core values revolve around caring, teamwork, and progressiveness.Our unique culture fosters growth and development, valuing...

  • Financial Services Coordinator

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Yuanta Securities Full time

    Key ResponsibilitiesThe Financial Services Coordinator will provide administrative support to the accounting team, including data entry and bookkeeping tasks. You will also assist in preparing regular accounting reports and handle ad-hoc assignments as required. If you have experience in accounting or finance, we would like to hear from you.Familiarity with...

  • Strategic Project Coordinator

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China PeopleSearch Full time

    We are seeking a strategic project coordinator to lead our delivery team in the financial services industry. As a key member of our team, you will be responsible for coordinating projects and ensuring timely completion.Responsibilities:Develop and implement project plans, ensuring alignment with client goals and objectives.Cultivate strong relationships with...

  • Financial Operations Coordinator

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our values are caring, teamwork and progressiveness. We believe that everyone is unique and...

  • Financial Services Representative

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupCompany OverviewThe Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering banking, insurance, and related services through its extensive network of branches across the region.Key ResponsibilitiesAs a Service Officer, you will be responsible for handling counter transactions, assisting with...

  • Financial Services Coordinator

    1 day ago

    Hong Kong, Central and Western District, Hong Kong SAR China Job-Hunter Full time

    About UsA premier financial services provider dedicated to delivering exceptional results for our discerning clients.Job Summary:We are seeking a highly skilled Marketing & Operation Executive to join our team. The ideal candidate will have a strong background in finance or insurance, with excellent marketing coordination skills and the ability to work...

  • Financial Services Professional

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services entity in Hong Kong, offering banking, insurance, and other related services through its expanding network. The group's culture emphasizes caring, teamwork, and progressiveness. It values diversity and encourages growth.As a key member of the Wealth Management...

  • Project Management Specialist

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Argyll Scott Full time

    About the Job:The Project Test Lead will play a critical role in ensuring the success of a data migration project from a Global Bank.Job Description:This position involves leading a team of 30-40 testers to execute comprehensive testing strategies, developing and implementing UAT, automated, and manual testing plans, and coordinating with cross-functional...

  • Financial Services Associate

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job DescriptionWe are seeking a highly motivated and organized Financial Services Associate to join our team at CICC. As an Investment Support Professional, you will play a crucial role in assisting Institutional Wealth Advisors with routine tasks, such as completing paperwork, conducting research projects, and maintaining records.Responsibilities...

  • Corporate Services Coordinator

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China ACCA Careers Full time

    ACCA Careers is pleased to offer a unique opportunity for a Corporate Services Coordinator to join a top-tier investment bank. The successful candidate will play a critical role in supporting the investment banking team, ensuring seamless day-to-day operations.Responsibilities will include preparing high-quality presentation materials, coordinating meetings...

  • Project Coordinator

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bare Cove Technology Full time

    Bare Cove Technology (BCT) is an award-winning IT and cybersecurity solutions provider. Our team is made up of proven leaders in the fields of cybersecurity, software development, cloud technologies, and IT infrastructure and design. We support the top asset managers in the Asia Pacific and EMEA regions, helping our clients meet the evolving expectations of...